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WWD vs. MSTR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

WWD vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Woodward, Inc. (WWD) and MicroStrategy Incorporated (MSTR). The values are adjusted to include any dividend payments, if applicable.

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WWD vs. MSTR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WWD
Woodward, Inc.
18.49%82.58%23.01%41.97%-11.09%-9.43%3.18%60.42%-2.23%11.63%
MSTR
MicroStrategy Incorporated
-17.87%-47.53%358.54%346.15%-74.00%40.13%172.42%11.65%-2.70%-33.49%

Fundamentals

Market Cap

WWD:

$22.04B

MSTR:

$36.69B

EPS

WWD:

$7.94

MSTR:

-$13.50

PS Ratio

WWD:

5.81

MSTR:

78.11

PB Ratio

WWD:

8.52

MSTR:

6.41

Total Revenue (TTM)

WWD:

$3.79B

MSTR:

$477.23M

Gross Profit (TTM)

WWD:

$766.66M

MSTR:

$327.82M

EBITDA (TTM)

WWD:

$498.98M

MSTR:

-$5.44B

Returns By Period

In the year-to-date period, WWD achieves a 18.49% return, which is significantly higher than MSTR's -17.87% return. Both investments have delivered pretty close results over the past 10 years, with WWD having a 21.97% annualized return and MSTR not far behind at 21.18%.


WWD

1D
4.80%
1M
-7.46%
YTD
18.49%
6M
41.90%
1Y
96.99%
3Y*
55.23%
5Y*
24.56%
10Y*
21.97%

MSTR

1D
2.77%
1M
-3.63%
YTD
-17.87%
6M
-61.27%
1Y
-56.71%
3Y*
62.23%
5Y*
12.15%
10Y*
21.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WWD vs. MSTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WWD
WWD Risk / Return Rank: 9595
Overall Rank
WWD Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
WWD Sortino Ratio Rank: 9595
Sortino Ratio Rank
WWD Omega Ratio Rank: 9494
Omega Ratio Rank
WWD Calmar Ratio Rank: 9595
Calmar Ratio Rank
WWD Martin Ratio Rank: 9696
Martin Ratio Rank

MSTR
MSTR Risk / Return Rank: 1313
Overall Rank
MSTR Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
MSTR Sortino Ratio Rank: 1010
Sortino Ratio Rank
MSTR Omega Ratio Rank: 1212
Omega Ratio Rank
MSTR Calmar Ratio Rank: 1616
Calmar Ratio Rank
MSTR Martin Ratio Rank: 1717
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WWD vs. MSTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Woodward, Inc. (WWD) and MicroStrategy Incorporated (MSTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


WWDMSTRDifference

Sharpe ratio

Return per unit of total volatility

2.62

-0.77

+3.39

Sortino ratio

Return per unit of downside risk

3.42

-1.12

+4.55

Omega ratio

Gain probability vs. loss probability

1.48

0.87

+0.60

Calmar ratio

Return relative to maximum drawdown

5.56

-0.74

+6.31

Martin ratio

Return relative to average drawdown

17.60

-1.29

+18.89

WWD vs. MSTR - Sharpe Ratio Comparison

The current WWD Sharpe Ratio is 2.62, which is higher than the MSTR Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of WWD and MSTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WWDMSTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

-0.77

+3.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.13

+0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.29

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.12

+0.34

Correlation

The correlation between WWD and MSTR is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WWD vs. MSTR - Dividend Comparison

WWD's dividend yield for the trailing twelve months is around 0.32%, while MSTR has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
WWD
Woodward, Inc.
0.32%0.37%0.60%0.65%0.79%0.59%0.43%0.55%0.77%0.65%0.64%0.81%
MSTR
MicroStrategy Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

WWD vs. MSTR - Drawdown Comparison

The maximum WWD drawdown since its inception was -83.18%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for WWD and MSTR.


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Drawdown Indicators


WWDMSTRDifference

Max Drawdown

Largest peak-to-trough decline

-83.18%

-99.86%

+16.68%

Max Drawdown (1Y)

Largest decline over 1 year

-17.28%

-76.53%

+59.25%

Max Drawdown (5Y)

Largest decline over 5 years

-37.64%

-84.11%

+46.47%

Max Drawdown (10Y)

Largest decline over 10 years

-60.61%

-89.27%

+28.66%

Current Drawdown

Current decline from peak

-11.09%

-73.66%

+62.57%

Average Drawdown

Average peak-to-trough decline

-17.94%

-86.60%

+68.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.46%

43.98%

-38.52%

Volatility

WWD vs. MSTR - Volatility Comparison

The current volatility for Woodward, Inc. (WWD) is 13.20%, while MicroStrategy Incorporated (MSTR) has a volatility of 18.69%. This indicates that WWD experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WWDMSTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.20%

18.69%

-5.49%

Volatility (6M)

Calculated over the trailing 6-month period

27.81%

55.56%

-27.75%

Volatility (1Y)

Calculated over the trailing 1-year period

37.20%

74.10%

-36.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.46%

91.30%

-59.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.02%

73.16%

-38.14%

Financials

WWD vs. MSTR - Financials Comparison

This section allows you to compare key financial metrics between Woodward, Inc. and MicroStrategy Incorporated. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
996.45M
122.99M
(WWD) Total Revenue
(MSTR) Total Revenue
Values in USD except per share items